Navexa Feedback

would be great if we could get api access to navexe to build our own integrations, notifications and or customisations.

Expected Behavior A trade occurs and the integration picks it up, sends me notification and adds to the portfolio Current Behavior I get the notification, but no trade is added to the portfolio. The sync appears to be working ok Happened on 2x exchanges and 2x symbols Possible So

Would be great to be able to bring over our reconciled transactions from CTC. Doing a fresh import from wallets again would be a nightmare in some scenarios.

I like to add relevant documents to my trades for context (Buy Backs, SPP, Return of Capital, etc) and it would be convenient to be able to drag and drop rather than having to manually add files via the Choose file button. Also, it'd be nice to be able to add a few files (perhaps

It would be perfect to having a trading journal integrated with Navexa to track what works and mistakes.

Pearler integration is configured/pushed from within Pearler settings. This means that there is no indication on the Navexa Integration Settings that this link in-place. Would be useful to see status/last update, with a note or link to access Pearler to enable/configure/select po

I'd really like a filter that shows portfolio tracking for the Current Week and Last Week. I have both US and ASX portfolios. I tend to switch between Today and Today (from yesterdays open) quite a lot. I'd prefer to track performance for the Current and Last Week. Similar to the

It would be fantastic to have a 'Portfolio Rebalancing' tool or report to determine what holdings need to be sold/bought to balance to a predetermined portfolio (including cash account). This can be obviously done via a spreadsheet, however, would be ideal to have a one-click rep

I like would like to break up the description for my ETF's like what they have on Market Index. Add to your Category Classes QMAX = Yield VAS= Index Tracking IVV=S&P 500 Index FANG = High Growth IOO = Broad Global HVST= Yield Just go to bottom of page ETF's and they have thier cl

Hi, I recently updgraded from a free trial to paid account. Since then the SelfWealth broker import does not work. I export the data exactly as described. In the Import trades screen shows the information correctly however when I click add it does add any trades at all. I have tr